FI icon

Fiserv
FI

Overview Fund Activity

1,335 hedge funds and large institutions have $58.5B invested in Fiserv in 2022 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 500 increasing their positions, 524 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,335
Holders Change
-16
Holders Change %
-1.18%
% of All Funds
21.13%
Holding in Top 10
70
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+27.27%
% of All Funds
1.11%
New
102
Increased
500
Reduced
524
Closed
110
Calls
$497M
Puts
$406M
Net Calls
+$90.6M
Net Calls Change
-$173M

Top Buyers

1
VAM
Veritas Asset Management
United Kingdom
+$217M
2
GCM
Glenview Capital Management
New York
+$167M
3
Dodge & Cox
Dodge & Cox
California
+$151M
4
FI
Focused Investors
California
+$133M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$95.5M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$520M
2
KKRC
Kohlberg Kravis Roberts & Co
New York
-$481M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$347M
4
Goldman Sachs
Goldman Sachs
New York
-$151M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
101
Summitry LLC
California
$67.1M +$1.56M +15,353 +2%
HNB
102
Huntington National Bank
Ohio
$67M +$4.83M +47,660 +8%
WHCM
103
Wolf Hill Capital Management
Connecticut
$66.5M +$66.5M +655,816 New
Prudential Financial
104
Prudential Financial
New Jersey
$65.1M +$11.5M +113,784 +22%
APG Asset Management
105
APG Asset Management
Netherlands
$65.1M -$5.91M -64,800 -8%
MVP
106
Miller Value Partners
Florida
$63.8M +$12.4M +121,898 +24%
Envestnet Asset Management
107
Envestnet Asset Management
Illinois
$62.8M -$4.64M -45,717 -7%
SEI Investments
108
SEI Investments
Pennsylvania
$62.6M +$4.42M +43,544 +8%
BHIA
109
Birch Hill Investment Advisors
Massachusetts
$62.4M -$2.19M -21,550 -3%
SC
110
Schubert & Co
Texas
$61.4M -$4.75M -46,851 -7%
CAG
111
Crestwood Advisors Group
Massachusetts
$60.7M +$12.8M +125,884 +27%
MC
112
MIG Capital
California
$58.8M +$14.8M +146,137 +34%
SM
113
Sunriver Management
Connecticut
$58.7M +$1.93M +19,048 +3%
Point72 Asset Management
114
Point72 Asset Management
Connecticut
$55.4M +$55.4M +546,600 New
Capital Research Global Investors
115
Capital Research Global Investors
California
$54.4M – – –
CI
116
Cambiar Investors
Colorado
$54.4M +$3.78M +37,250 +7%
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$54.2M -$4.5M -44,072 -8%
ACM
118
Alta Capital Management
Utah
$54.2M +$2.19M +21,586 +4%
MPIA
119
Mountain Pacific Investment Advisers
Idaho
$54.1M -$308K -3,042 -0.6%
CCM
120
Compass Capital Management
Minnesota
$53.3M +$925K +9,118 +2%
LCOV
121
London Company of Virginia
Virginia
$52.9M +$924K +9,116 +2%
Canada Life
122
Canada Life
Manitoba, Canada
$52.6M -$1,000K -9,346 -2%
Victory Capital Management
123
Victory Capital Management
Texas
$50.8M -$2.53M -25,673 -5%
BMO
124
Beck Mack & Oliver
New York
$50.5M +$5.27M +52,008 +12%
HSBC Holdings
125
HSBC Holdings
United Kingdom
$49M -$231K -2,270 -0.5%
3 4
5
6 7